See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,330 | $214,378-52.7% | $200,582-49.5% | $142,382-28.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.34% | 46.41%-42.1pp | 42.33%-38.0pp | 217.08%-212.7pp |
| Employer contribution / active EE | $3,308 | $6,841-51.6% | $6,419-48.5% | $4,299-23.1% |
| Participant deferral / active EE | $5,703 | $9,865-42.2% | $9,331-38.9% | $6,507-12.4% |
| Admin fee / account holder | $13,666 | $17,692-22.8% | $16,305-16.2% | $12,624+8.3% |